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Osbert Tang, CFA

Osbert Tang, CFA
HK/China Equity Long-Short

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Hong Kong & China Industrials & Utilities Equity Bottom-Up Thematic (Sector/Industry)
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bullishENN Energy
02 Apr 2025 07:30

ENN Energy (2688 HK): Valuing ENN Natural Gas H-Share

With privatisation of ENN Energy, ENN-NG H-share is valued at HK$14.11-16.37, implying ENN Energy's value at HK$66.02-72.67, lower than Somerly's...

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01 Apr 2025 07:30

Dongfang Electric (1072 HK): Returning to Growth in 1Q25 Despite Weak FY24

​DEC guided for a 15-25% earnings growth in 1Q25, reversing the decline in 4Q24. Its order book reached a record high and is sufficient to cover...

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31 Mar 2025 07:30

CICC (3908 HK): Underestimated by the Market

CICC saw a 33.6% surge in 2H24 net profit, benefiting from lower costs. Market activities suggest the consensus is too conservative, and a...

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28 Mar 2025 07:48

China East Education (667 HK): Rock Solid Improvements

China East Education’s FY24 earnings of Rmb512.6m (+88%) beat the consensus forecast (Rmb419.5m) by a significant margin. Its 2H24 adjusted net...

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27 Mar 2025 08:16

Lonking (3339 HK): A (Massive) Positive Profit Alert

Lonking's net profit reached Rmb1.02bn in FY24, a 57.8% growth. For 2H24, net profit surged 65.7%, with gross margin expanding 2pp. A final DPS of...

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